Sales and Marketing

Sales & Marketing Solutions

While two distinctly different divisions within most companies, Sales and Marketing have to work
together as one. Marketing lures prospects into the funnel, nurturing them until they can be handed off
to Sales, and then provides ongoing support interactions up to the point of sale and beyond.

AgilePoint NX allows you to automate the countless interactions that have to take place between
Sales and Marketing. But more importantly, AgilePoint NX empowers you to incorporate all your
other line-of-business systems into cascading, cause-and-effect apps that will ripple throughout your
organization as statuses change, tasks are completed, contracts are signed, fulfillment processes are
triggered, and so on.

Here are just a few examples.

Fulfillment Cycle

With AgilePoint NX, you can automate your enterprise’s entire fulfillment cycle. An opportunity close in your CRM can in turn trigger any number of sub-processes, including notifications to various departments, updating of status in multiple systems, new accounts being created, and so on.

Customer Journey

AgilePoint NX allows you to embed dashboards in your CRM and other line-of-business systems. These
dashboards allow stakeholders from various departments to monitor every aspect of customer journey,
from pre-sales activity on through product usage, progress, and even satisfaction.

Inventory Management

AgilePoint NX allows you to build apps that incorporate your CRM and inventory management systems,
so that opportunity closure in your CRM triggers processes that include automatic adjustments to
available inventory.

Enterprise Resource Planning

AgilePoint NX allows you to automate critical processes, building in best practices and enforcing compliance
with external laws and internal regulations. In the process, you can mitigate many types of risk at every level
of your organization.